Running a roofing business can be a struggle. When you manage multiple teams juggling projects on strict timelines, you need clear visibility across all operations and must be able to count on your employees when you need them most. Fortunately, by using AccuLynx’s contractor business software, you can simplify operations, improve accountability, and gain the visibility that you need.

Within this blog, you’ll learn about:

• How AccuLynx strengthens accountability
• How AccuLynx improves visibility
• Empowering your business with AccuLynx

How AccuLynx strengthens accountability

In many cases, departments use different tools and programs to accomplish their roles. Often, this discourages effective communication with others and encourages blaming when things get missed. All-in-one contractor business software eliminates this problem while automating routine tasks.

Centralizes project information

With a single hub that contains everything teams need to know about a job, each one of your departments can take accountability for their work. Others can see how jobs are progressing and what they need to do next.

• Sales: Sales teams can be more effective when they have a single place to input lead information, notes, or other comments that can be referenced later. Instead of having to dig through old notes or text messages, homeowner information stays organized in a dedicated file that everyone can see. If tasks are incomplete or a job hasn’t progressed as it expected, managers can follow up with salespeople and make sure the work gets done.
• Office staff: Contractor business software gives office staff the right tools to see what work is outstanding and what is due next. Project managers can easily schedule crews and order materials. If there’s a delay in work or a job isn’t moving forward, managers can follow up to make sure their teams are doing what’s expected. Similarly, admins can keep track of important project details like payments and permits that need to be pulled. They can follow up with city officials or homeowners to make sure everything is getting done in a timely manner.
• Leadership: Managers and owners need to see the entire business at a glance and keep tabs on the work that’s occurring. Customizable reports and dashboards give instant access to critical information. If employees are underperforming, you can take corrective action to get teams back on track.

Automates task management

One challenge roofing business owners and managers face is keeping track of who’s responsible for what and verifying tasks are completed on time. AccuLynx’s automation tools allow you to create standard checklists based on milestones and routinely assign work. For example, if you want salespeople to always follow up 2 weeks after a project has been completed, you can create an automation that assigns a task to the sales rep. Then you can track whether or not they’ve followed up and ensured the homeowner is satisfied with the work.

How AccuLynx improves visibility

When teams aren’t working together physically, it can be hard to keep track of what’s going on. Contractor business management software like AccuLynx keeps teams connected. Sales and production teams can create better estimates and accurately order materials, field and office staff stay connected without constant communication, and owners can easily understand performance.

Increases estimating and material ordering accuracy

Accurate estimates and efficient material orders are critical to the success of any roofing project. Overestimating leads to wasted resources and lost profits, while underestimating can delay timelines and frustrate customers.

AccuLynx addresses these challenges by providing contractors with powerful measurement, estimating, and ordering features. These tools optimize your process by allowing you to capture measurements that auto-populate into estimates and that calculate materials costs using your unique pricing. Estimates can be turned into orders in just a few clicks, and material tracking and proof of delivery can be seen right in AccuLynx.

Connects office, sales teams, and crews

Mobile apps help office staff, salespeople, and crews stay connected. Crews don’t need to have access to every job, just the ones they’re working on. Sales teams don’t need to be able to run detailed reports from their trucks; they care about being able to manage their jobs from the field. AccuLynx’s mobile roofing app and mobile Crew App provide teams with dedicated apps designed to show what they need wherever they are.

The Field App lets sales teams:

• Enter leads, connect with team members, and log calls so everyone can see real-time what’s coming down the pipeline.
• Capture, annotate, and store unlimited high quality photos with organized albums that can be shared with homeowners, insurance adjusters, and production teams.
• Access job information, including leads, photos, and contracts to see important information when they need it.

The Crew App allows crews and subcontractors to:

• Get notified when a new job is assigned and view relevant information like instructions, checklists, and photos.
• Communicate with office and sales teams, and provide updates as work is being completed.

Both of these mobile apps allow teams to get visibility into the work that they need to focus on. At the same time, other team members stay informed with how projects are progressing in real time.

Improves customer service

Not only does AccuLynx’s contractor business software give teams more visibility, it also allows customers to get more transparency. Customers who are kept in the loop are more likely to trust your roofing business. Our customer portal helps automate this. Using this tool, you can easily share project photos, documents, and other important updates in a secure, self-service website that homeowners can access 24/7.

Understand business performance

AccuLynx makes it easy to generate detailed reports that give you a deeper understanding of your job performance. These reports allow you to measure key performance indicators, like completion rates by crew, identify any inefficiencies or bottlenecks in your processes, and use accurate data for decision making or long-term planning. You can easily customize these reports and dashboards to see the information that matters most to your business, so you’re never left guessing or digging for what you need.

Empower your business with AccuLynx

Accountability and visibility are the cornerstones of success in the competitive roofing industry. With AccuLynx’s contractor business software, you’ll have the tools to streamline workflows and enhance team collaboration while delivering exceptional service to your customers.

Ready to transform your business? Request a demo today and discover how AccuLynx can help you work smarter, not harder.